Position in AI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$813,900
+$155,877 QoQ
Shares Held
89,538
+14.6% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#91
of 316 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in AI Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $74,760,395 across 18 Software - Infrastructure names. AI ranks #10 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
107,359 | $40,047,054 | |
| 2 | TWLO |
Twilio Inc
|
50,259 | $10,369,939 | |
| 3 | PATH |
UiPath, Inc.
|
520,891 | $5,662,085 | |
| 4 | CRWV |
CoreWeave, Inc.
|
33,137 | $3,298,456 | |
| 5 | PANW |
Palo Alto Networks Inc
|
8,365 | $2,852,632 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
54,932 | $2,620,050 | |
| 7 | ORCL |
Oracle Corp
|
17,416 | $2,552,314 | |
| 8 | ZS |
Zscaler, Inc.
|
10,539 | $1,487,579 |
All Filings in AI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $813,900 | 89,538 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $658,023 | 78,150 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $436,913 | 32,412 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $368,891 | 21,274 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $209,237 | 9,940 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $352,563 | 10,240 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $277,554 | 11,455 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $339,498 | 11,723 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $407,484 | 15,053 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $517,239 | 18,016 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $482,532 | 18,908 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $602,843 | 16,548 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $596,102 | 17,757 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $213,919 | 19,117 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $233,812 | 18,705 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $367,354 | 20,118 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $420,812 | 18,538 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $318,343 | 10,187 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||